> For the complete documentation index, see [llms.txt](https://docs.work-relay.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.work-relay.com/functional/dashboards/task-manager-dashboard/verify-agentforce-ai-assistant.md).

# \[VERIFY] Agentforce AI Assistant

## Introduction

Agentforce AI Assistant (formerly Einstein Copilot) is a Salesforce-native, autonomous AI agent platform that helps users automate routine tasks, analyze data, and engage customers, 24/7. It works alongside employees to handle workflows across sales, service, marketing, and commerce, using trusted company data to take action. It operates within Salesforce’s secure infrastructure, utilizing trusted, real-time company data to ensure accurate and relevant actions.

## What can Agentforce AI Assistant Help with

Agentforce AI Assistant can:

* Show tasks (all together: Steps, Tasks and Issues), filtered by user's request
* Ask for additional information, if user's request is ambiguous

Request examples are below.

All tasks:

* show tasks for process "%Process\_Name%"
* show tasks for record "%Record\_Name%"

User's tasks:

* show my tasks for record "%Record\_Name%"
* show my overdue tasks
* show my tasks for "%Process\_Name%" process

Another user's tasks:

* show tasks assigned to John Smith
* show tasks assigned to John (Agent will ask which John user means and offer a selection)
* show tasks assigned to John Smith for record "%Record\_Name%"

Common requests:

* How many tasks does John Smith have?
* Do we have tasks that risk being late?
* What tasks did we have due last month?
* What tasks did we have with due in period jun 2025 till jun 2026?

Erroneous requests:

* show tasks for Delegation Request object (Agent will let user know if there is no such object)

Also agent supports filtering tasks by these properties:

* my Tasks (assignee equals to or contains current user)
* task assignee
* priority
* task title
* process name
* object name
* risk
* start date
* due date

Agent can understand user request in any language, but will answer only in English.

If Agent has doubts about what user asks for, it can ask some additional questions. User can make more precise request to show answer quickly. E.g., if user asks something like "show tasks for Case object where case number is 00001000 or 00001040", Agent will ask some more questions, but "show all tasks together for Case object where case number is 00001000 or 00001040. No sorting and filtering needed." will give search results from the first time.

## How to use Agentforce

{% stepper %}
{% step %}

### Open the Agent sidebar

Click at "Agent" icon to open proper sidebar:

![](/files/5d0830821266043a1d297b31855600072f5a827b)
{% endstep %}

{% step %}

### Select an Agent

Optionally, select a proper Agent if more than one is available.
{% endstep %}

{% step %}

### Ask your question

Ask your question in the chat:

![](/files/a86a688057303327c585e52996de1f190e2a91bf)
{% endstep %}
{% endstepper %}

Agent will display tasks found as cards:

![](/files/a11a2a023187bbe8afe96fa57f438fb77d06afac)

If there are more tasks found than set in the proper settings (see below), Agent will display "Show more in Task Manager" button. Click it to open a properly filtered [Task Manager](/functional/dashboards/task-manager-dashboard.md):

![](/files/4c03601f50f77486c8181f2c75e88256a526ea16)

![](/files/e9c4e98c278f059af6819b0d71fbcd27d3262293)

Also Agent can ask some additional questions to clarify user request:

![](/files/973fe8d4c31eb5f6b5ec45eedee62d3543a24add)

## Agentforce Settings

There are some settings that allow to tune Agent search results.

* Go to Settings page and open "Agentforce Settings" section and select your Agent:

  ![](/files/f5281a1db26afc332905ea9daf3a16c63cddcf58)

Settings are:

* How many result cards to show? - display 5, 10, 25 or 50 searched tasks as cards.
* Default Order - Agent will display requested tasks as cards in this order.

Also there is a "Generate Agent Script" button. It will allow to show and copy script, suitable for setting up an Agent on other organization (as described below).

## Adding an Agent from Script

{% stepper %}
{% step %}

### Turn On Einstein

Setup -> Einstein Setup -> Turn On Einstein

![](/files/7854013e86431aadfd843f4bb09ae70b91e5f4eb)
{% endstep %}

{% step %}

### Open AgentForce Studio

* Open Agentforce Agents
* turn Agentforce on (if not yet)
* click "Let's go!" in "Try the New Agentforce Builder" section 

AgentForce Studio opens

![](/files/5b9bfcd3380303136c7a3dc3f24b4f3b938f074f)
{% endstep %}

{% step %}

### Create an Agent from Script

Click "New from Script"

![](/files/40e0e11d908cf3fe9c676e6e4f570e2b9c0469a9)

Paste script (optionally change agent label and developer name in script) and click "Create Agent"

![](/files/9676bc78608c9bab18d57bcf9a4c698f835b65e1)
{% endstep %}

{% step %}

### Commit and activate the Agent

Click on newly added agent:

![](/files/9e68f08111a30d68bae885c8e4fb77315b5cf9ee)

An editor opens with a new version of Agent. Click "Commit Version":

![](/files/f945464d7cedc846977cb25d68640ca2a571a756)

Then activate it:

![](/files/5c29ea49a302d48e8ff2784aa19ac7adf4632d49)
{% endstep %}

{% step %}

### Configure Agent access

Open Permission Sets. An "Agentforce Agent %developer\_name% Permissions" set should appear there. Open it.

![](/files/df9142ac8f924ac5fcf93c0dc2125d4cddc6f6e1)

Click on "Agent Access" in the "Apps" section:

![](/files/8dd2567566ea867a62e22743070e992c3552e3cf)

Click "Edit":

![](/files/afa65b4032f28664208f3e1288ebcf06eb594784)

A newly added Agent will be available there. Select this agent (e.g., "Work-Relay Task Assistant 2" on the following picture), and add it. Then click "Save".

![](/files/c4e0bcf61bd4fb6c739882a7da5ecb9b445d28e5)
{% endstep %}

{% step %}

### Assign the permission set

Edit permission set assignments:

![](/files/dec6cb4ed4b68cb1112b904f7179db0849f94c15)

![](/files/c088481b47bbc2e8fb4cc8ca745cb0078112ed0a)

Add Assignments using standard Salesforce way, apply and save them. Now proper users should see a Salesforce Agent icon (if they have no such icon before). Clicking on it will show an AI Assistant sidebar:

![](/files/676f5e42bde65c23db0473679173af4d7ea0c20d)
{% endstep %}

{% step %}

### Select the new Assistant

Select your new Assistant in the picklist at the sidebar top:

![](/files/3ef3694059c4959dec26c2edc395ff749ff9277c)

Now you can work with your new AI Assistant.
{% endstep %}
{% endstepper %}